Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 45-3764090 | Advisory (Participants) | $24,645 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $9,681 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,603 | $68,394+69.0% | $94,672+22.1% | $75,177+53.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 18.65% | 616.92%-598.3pp | 156.89%-138.2pp | 160.75%-142.1pp |
| Employer contribution / active EE | $2,023 | $2,701-25.1% | $3,673-44.9% | $2,671-24.3% |
| Participant deferral / active EE | $10,437 | $6,536+59.7% | $7,417+40.7% | $4,126+152.9% |
| Admin fee / account holder | $293 | $5,326-94.5% | $7,222-95.9% | $5,651-94.8% |